Ferguson Enterprises (FERG) Insider Allison Sells $207K of Stock

Stirrup Allison, Chief Human Resources Officer at Ferguson Enterprises Inc. (NYSE: FERG), sold 922 shares on October 15, 2026, at a price of $225 each. This planned transaction amounts to a total value of approximately $207,450.

In this sale, Allison reduced her stake in Ferguson, which operates in the industrial distribution sector, providing essential plumbing, HVAC, and water solutions across the U.S. and Canada. This sale follows other recent insider transactions, including sales by Robert Camposano, who sold 185 shares on the same day, and Graham Ian T., who sold 238 shares.

Other Institutional Activity in Ferguson Enterprises

Blackrock Inc. trimmed its holdings by 157,226 shares, bringing its total to about 11.5 million shares worth approximately $2.65 billion. Vanguard Portfolio Management LLC also reduced its stake, selling 24,740 shares for a total of about 9.1 million shares valued at $2.1 billion. Another fund, FMR, LLC, decreased its position by 287,205 shares, ending with roughly 7.6 million shares worth about $1.74 billion.

Ferguson Enterprises Inc. Stock Up 1.9%

Ferguson Enterprises shares traded at $233.19 on the publication date, above its 50-day moving average of $233.47 but below its 200-day average of $238.44. The stock is currently near its 52-week low of $212.13 and has a higher 52-week high of $271.64, indicating some volatility.

Recent Earnings

In its latest earnings report, Ferguson reported revenue of approximately $31.4 billion, showing a revenue growth of 4.6%. The earnings per share (EPS) stood at $10.16, with a net margin of 6.32%. Ferguson is set to announce its next earnings on November 9, 2026.

Dividend

Ferguson Enterprises pays an annual dividend of $3.56 per share, giving it a dividend yield of about 1.66%. The payout ratio is approximately 33.3%, indicating a sustainable dividend policy.

Insider Buying and Selling at Ferguson Enterprises Inc.

On October 15, 2026, Robert Camposano, Senior VP - Waterworks, sold 185 shares at an average price of $224.50, totaling about $41,532. The same day, Graham Ian T., Chief Legal Officer, sold 238 shares at $224.50, valued at $53,431. On October 14, Camposano sold another 201 shares at $220.63, worth approximately $44,347, while Graham sold 99 shares at the same price, totaling around $21,842. All transactions were under planned selling strategies.

Analysts Set New Price Targets

Analysts recently maintained their ratings on Ferguson, with RBC Capital keeping an "Outperform" rating and a price target of $286. On the same day, UBS maintained a "Neutral" rating with a target of $256. Bernstein also maintained an "Outperform" with a higher target of $325, reflecting a generally positive outlook from the analyst community.

About Ferguson Enterprises

Ferguson Enterprises Inc. distributes essential water and air solutions across North America. The company serves both residential and non-residential customers, providing a wide range of products related to plumbing, HVAC, and other vital services. This recent insider activity highlights the ongoing adjustments taking place within its leadership team as the company navigates its growth trajectory.

Bottom Line

Investors should keep an eye on Ferguson’s upcoming earnings release on November 9, 2026, to gauge its financial health moving forward. The recent insider sales reflect planned strategies rather than panic selling. The recent 13F filings could show additional institutional interest in the company as it continues to operate within a fluctuating market.